Account Manager

Mason Insurance Agency Inc; Michigan; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

A local insurance agency in Michigan is seeking a licensed Property & Casualty Insurance Agent to join their team. The ideal candidate will have at least 2 years of experience in insurance sales and client management. Responsibilities include building relationships with clients, assessing their needs, and providing excellent customer service. Ongoing support and teamwork are crucial in this role, ensuring clients feel valued and their policies are well-maintained.

Qualifications

• Minimum 2+ years of experience in a customer-facing role.
• Active Property & Casualty (P&C) insurance license.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Assess client needs and recommend appropriate P&C insurance products.
• Provide excellent customer service by addressing client needs promptly.
• Maintain accurate records of client interactions and policy details.
• Collaborate with team members to enhance customer support services.

Skills

Excellent communication and interpersonal skills

Strong computer literacy

Excellent organizational skills

Strong phone etiquette and customer service skills

Attention to detail

Tools

Applied EPIC management system

Job description

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Overview

We are seeking an experienced and licensed Property & Casualty Insurance Agent to join our dynamic team. The ideal candidate will bring a strong background in insurance sales, client relationship management, and policy servicing. This role requires a proactive, customer-focused professional who thrives in an environment that is passionate about helping individuals protect their assets, in a supportive team environment.

Duties

• Build and maintain strong relationships with existing clients to ensure satisfaction and policy renewals.
• Assess client needs and recommend appropriate P&C insurance products.
• Provide excellent customer service by addressing client needs and concerns promptly.
• Prepare quotes, explain coverage options, and assist clients in selecting suitable policies.
• Process applications, endorsements, renewals, and cancellations accurately and efficiently.
• Build and maintain client relationships by addressing inquiries, resolving issues, and providing ongoing policy support.
• Maintain accurate records of client interactions, policy details, and communications.
• Collaborate with team members to enhance customer support services.
• Active Property & Casualty (P&C) insurance license.

Qualifications

• Minimum 2+ years of experience in a customer-facing role.
• Active Property & Casualty (P&C) insurance license.

Skills

• Excellent communication and interpersonal skills to engage clients and team members.
• Strong computer literacy with experience in data entry.
• Excellent organizational skills with the ability to manage multiple tasks simultaneously.
• Assist clients with day-to-day requests, such as making a payment, making a change on their policies, completing requests, etc.
• Previous experience with Applied EPIC management system is a plus but not required.
• Demonstrated clerical experience with attention to detail in all tasks performed.
• Strong phone etiquette and customer service skills to foster positive client interactions.
• Experience with multiple carriers and comparative rating systems.

Job Type: Full-time